Clio Intake PDF
UPLOAD CLIENT INTAKE FORM
Click or drag to upload
Extracting name, address, phone, email only…
⚡ Paste from Vincent
Ask Vincent: “Give me the file number, county, charges, court date, missed court date, and offense date for [matter]”
01CASE INFORMATIONFROM VINCENT
02CLIENT CONTACTFROM CLIO INTAKE PDF
03GOOD CAUSE / FTA REASON
04SERVICE OF PROCESS
05SELECT DOCUMENTS TO GENERATE
Motion to Strike Called & Failed
WAKE-CR-01 // RESETMYCOURTDATE.COM
PDF
Waiver of Appearance
BR-WAIVER // BARKER RICHARDSON
PDF
Notice of Appearance
G-312 // DISTRICT COURT // ECOURTS
PDF
Waiver of Court-Appointed Counsel
CR-227 // G.S. 7A-457, 15A-1242
PDF
Brief in Support of Motion to Reset
BR-BRIEF // TRAFFIC CASES
DOCX
✓ CLIENT LOADED
GENERATING
Motion to Strike C&F
Waiver of Appearance
Notice of Appearance
Waiver of Counsel
Brief in Support
TWO-STEP IMPORT
- Step 1 — Upload Clio intake PDF → name, address, phone, email auto-fill
- Step 2 — Paste from Vincent → file no., county, charges, dates auto-fill
- Review, select docs, generate all
STAYS IN CLIO ONLY
- SSN — never extracted
- Date of birth — never extracted
- Driver's license — never extracted
- Financial data — ignored
VINCENT PROMPT
“Give me the file number, county, charges, court date, missed court date, and offense date for [client name or matter]”